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XYPN Radio

XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in the field and case studies from financial planners like you, the discovery of how you can serve your own generation to help them achieve their financial goals starts today.
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Now displaying: September, 2021
Sep 22, 2021

We’re excited to talk with Danika Waddell today, owner of Xena Financial Planning, a long-time follower of XYPN, and a relatively new entrepreneur. As you’ll hear, Danika has experienced rapid growth in her newly-launched firm and now serves over 60 clients just 13 months in. So, what’s her secret? 

As we explore today, you’ll hear that it comes down to knowing your strengths and weaknesses and creating a dream team to help you stay sane and serve your clients. Danika discusses how she relies on and leverages her community, centers of influence, and coaches to help her stay on track. She talks about the nuances of pricing in Washington state and how she expects to change her firm in the future. Danika shares the softer side of how she approaches her firm, takes care of herself, embraces the abundance mentality, and is motivated by making financial planning accessible to more people.

If you’re interested in how to hit the ground running and find success when you launch your firm, then this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/318

Sep 8, 2021

We’re excited to welcome Tom Lo, XYPN Member and founder of Vested Financial Planning, on the show today. As his firm name alludes to, Tom works with Silicon Valley tech professionals and has a particular focus on helping clients through a liquidity event at their company. 

Tom shares that he, too, went through a liquidity event at a tech startup and found it to be so complicated of an experience that it became one of his motivations to change careers and help others with his expertise. As Tom discusses today, a liquidity event at a tech startup is a great opportunity for sophisticated and technical planning from a third party, like himself, to provide unbiased perspective to those who are emotionally invested in the process. Tom dives into how he serves his clients effectively by outsourcing major components of his business—from asset management to bookkeeping. He discusses the softer side of being a business owner, too, like what it means to have control of your destiny, complete control of your business, and of course, flexibility. 

If you’re interested in working with this niche or gaining any of what was just mentioned, then this show is for you.

You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/317

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